Investment Funding administration

---
title: Investment Funding administration
description: The Investment Funding application requires you to do some initial administrative tasks for it to be fully functional.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/investment-funding/investment-funding-administration.html
release: australia
product: Investment Funding
classification: investment-funding
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Investment Funding, Strategic Portfolio Management]
---

# Investment Funding administration

The Investment Funding application requires you to do some initial administrative tasks for it to be fully functional.

-   **[Fiscal calendar setup for Investment Funding](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/investment-funding/fiscal-calendar-setup.md)**  
The Fiscal calendar setup you choose determines the fiscal periods used by your organization to request or allocate funds.
-   **[Set Investment Funding preferences](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/investment-funding/set-funding-preferences.md)**  
As an administrator, you can set global defaults for Investment Funding preferences, which affect the funding behavior.
-   **[Create an investment entity](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/investment-funding/create-funding-entity.md)**  
Create an entity for investments through which you can receive or allocate funds.

**Parent Topic:**[Investment Funding](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/investment-funding/investment-funding-overview.md)